Schwab U.S Small- Cap ETF
SCHA
945 hedge funds and large institutions have $8.1B invested in Schwab U.S Small- Cap ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 400 increasing their positions, 346 reducing their positions, and 60 closing their positions.
597% more call options, than puts
Call options by funds: $2.08M | Put options by funds: $298K
110% more capital inflows, than outflows
Capital inflows: $421M | Capital outflows: $201M
16% more repeat investments, than reductions
Existing positions increased: 400 | Existing positions reduced: 346
0.25% more ownership
Funds ownership: 59.29% → 59.54% (+0.25%)
7% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 60
2% less funds holding
Funds holding: 961 → 945 (-16)
8% less funds holding in top 10
Funds holding in top 10: 66 → 61 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$66.1M |
| 2 |
Cerity Partners
New York
|
+$59.3M |
| 3 |
Strategic Investment Solutions
Orland Park,
Illinois
|
+$43M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$38M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$41.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.2M |
| 3 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$11.7M |
| 4 |
Appleton Group
Appleton,
Wisconsin
|
-$10.7M |
| 5 |
Hilltop Partners
Mishawaka,
Indiana
|
-$10.4M |
SCHA Hedge Fund Activity: Q3 2023 in Review
945 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2023, worth a combined $8.1B — down 4.2% from $8.46B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of SCHA and 56 opened new positions — a net loss of 4 holders — while 346 trimmed existing stakes and 400 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $66.1M. The largest seller was Empower Advisory Group, cutting an estimated $41.3M.
- 945 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2023, down from 961 in Q2 2023.
- Funds reported $8.1B of Schwab U.S Small- Cap ETF stock for Q3 2023, down 4.2% quarter-over-quarter.
- 56 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2023 and 60 closed out, a net change of -4 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2023 was Charles Schwab Investment Advisory, an estimated $66.1M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2023 was Empower Advisory Group, an estimated $41.3M sold.
Based on aggregated 13F filings for Q3 2023.